Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$386K Sell
3,387
-11
-0.3% -$1.25K 0.06% 74
2024
Q2
$353K Buy
+3,398
New +$353K 0.06% 76
2024
Q1
Sell
-16,571
Closed -$1.82M 99
2023
Q4
$1.82M Buy
+16,571
New +$1.82M 0.59% 21